The Ins and Outs of IRAs: What Every HNW Advisor Should Know

About the Presenter

Peter D. Eberhart, JD, CFP® is a Managing Director of Henry H. Armstrong Associates, Inc., and joined the firm in 2009. Previously, Mr. Eberhart was a Senior Director and First Vice President with BNY Mellon Wealth Management, where he provided sophisticated wealth planning solutions to ultra-high net worth families. Mr. Eberhart’s wealth planning background also includes several years as an attorney with K&L Gates, where he advised families and business owners in the areas of wealth transfer and philanthropy. Mr. Eberhart earned a bachelor’s degree from the University of Pennsylvania in 1992 and a JD and MBA from Emory University in 1998. He earned the Certified Financial Planner certification in 2004. Prior to graduate school, Mr. Eberhart served as an officer in the US Navy.

Event Location
Carnegie Library of Pittsburgh's Downtown Branch
612 Smithfield St
Pittsburgh, PA 15222

PPGC will follow CLP's policy and will requite attendees to mask.